Portfolio and plan reporting requires finance teams to manually extract data from accounting systems, consolidate it across multiple sheets, and format reports for stakeholder distribution. This repetitive, error-prone process consumes significant time each month and delays report delivery.
Automation connects directly to accounting systems to extract financial statements, consolidates data automatically, applies formatting and charts, and routes reports for review and distribution. Reports are ready the same day month-end close occurs, with near-perfect accuracy.
The full workflow, from trigger to completion.
On the scheduled reporting date, the automation platform checks the calendar and initiates the portfolio reporting workflow.
The automation connects or via API, retrieves the balance sheet, P&L, and cash flow data for the period, and formats it as structured JSON.
The extracted data is automatically written to a Google Sheet, with accounts aligned, totals calculated, and reconciliation checks run in the background.
A template-driven applies formatting, inserts charts, and adds narrative sections to the Google Sheet based on predefined rules and thresholds.
A message is sent to the finance manager with a link to the completed report and a request for final approval before distribution.
Once approved, the automation sends the report to all stakeholders with a templated message and the report attached.
The distribution date, recipient list, and report version are automatically logged for audit and compliance tracking.
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